Create Your First Agent
This guide walks you through building a basic customer-support agent from scratch. By the end you will have a working agent that can answer product questions using web search, ready to share with your team.
Step 1: Create a new agent
- Click Agents in the left sidebar.
- Click New agent (top right).
- Give your agent a name, for example:
Customer Support. - Click Create.
You land on the agent builder, which has seven tabs: Overview, System Prompt, Tools, Knowledge, Appearance, Sharing, and Analytics.
Step 2: Write a system prompt
Click the System Prompt tab.
Paste the following as a starting point:
You are a friendly customer-support assistant for Acme Inc.
Your job is to answer questions about our products clearly and helpfully.
If you don't know something, say so honestly and offer to escalate.
Keep replies concise — no longer than 3 short paragraphs.
You can refine this further. The character limit is 8,000 characters.
Step 3: Enable web search
Click the Tools tab.
Toggle Web Search on. This allows your agent to search the web via Serper when answering questions that need up-to-date information.
Enabling web search increases response time slightly and consumes more credits per message. For a support agent handling product FAQs from a known knowledge base, you may prefer to leave web search off and use the Knowledge tab instead.
Step 4: Test in the preview pane
The right side of the agent builder contains a Test pane — a live chat interface connected to your agent.
Type a test question, for example: What is your return policy?
Watch how the agent responds. Adjust your system prompt based on what you see. You can iterate as many times as you like without leaving the builder.
Step 5: Set an avatar (optional)
Click the Appearance tab.
Choose an emoji or pick a gradient colour for the agent's avatar. This helps teammates identify the agent at a glance in the Agents list.
Step 6: Share with your team
Click the Sharing tab.
- Click Add people.
- Search for a teammate by name or email.
- Set their role to Viewer (they can chat with the agent but not edit it) or Editor (they can modify it).
- Click Share.
Your agent is live. Teammates with Viewer access can now find it in their Agents list and start chatting with it immediately.
What's next
- Read the full agent builder walkthrough to learn about every tab
- Learn how to attach documents to your agent's knowledge base
- Write a more effective system prompt
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